Anne Benton

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2021-01-29
VA	RA	APPROVED	2021-01-28
DC	RA	APPROVED	2015-01-28
TX	RA	APPROVED	2014-03-13

Branch Locations

Dallas , TX • United States

2100 Ross Ave, Dallas, TX 75201 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	02/2012	Present
Bank Of America, N.A.	Washington	DC	06/2019	Present

02/2012 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
06/2019 → Present

Bank Of America, N.A.

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-12

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